Aditya Birla Sun Life Dynamic Bond Fund vs Kotak Dynamic Bond Fund Regular Plan Growth compare
Kotak Dynamic Bond Fund Regular Plan Growth
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Fund | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹2874 Cr | ₹1940 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 26 May 2008 | 27 Sep 2004 |
Category | Dynamic Bond | Dynamic Bond |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Composite Debt Index B-III | NIFTY Composite Debt Index B-III |
Turn Over | 45% | 24% |
Expense Ratio | 1.33 | 1.23 |
Manager | Abhishek Bisen | Dhaval Joshi |
ISIN Code | INF174K01FA2 | INF209K01793 |
Exits Load | Data not available./365 | Aditya Birla Sun Life Dynamic Bond Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
1 Month | -0.67% | -0.61% |
6 Month | 4.36% | 5.2% |
1 Year | 8.48% | 9.64% |
3 Year | 7.89% | 8.99% |
5 Year | 6.02% | 7.16% |
SIP Return Analysis
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
6 Month | 1.53% | 2.01% |
1 Year | 7.29% | 9.03% |
3 Year | 8.25% | 8.65% |
5 Year | 6.95% | 7.86% |
Rolling Lumpsum Returns
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
1 Year | 8.57% | 7.34% |
3 Year | 8.6% | 7.95% |
5 Year | 8.71% | 8.49% |
Risk Management
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 2.49% | 2.74% |
Sharp | 0.44% | 0.78% |
Beta | 1.24% | 1.17% |
Alpha | -0.88% | 0.29% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Name | Abhishek Bisen | Dhaval Joshi |
Total AUM | ₹0 Cr | ₹361932 Cr |
Funds Managed | 33 | 55 |
Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Others | 93.51 | 100 |
Realty | 4.72 | - |
Construction | 1.77 | - |
Top Comparisons
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
HDFC Money Market Fund - Growth Option
3Y Returns7.43%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.09%
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns26.22%
Quant Value Fund Regular - Growth
3Y Returns29.85%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.53%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.53%